Invest with Jac's is a blog to share my personal investment views on how to start and continue to look for valuable companies and properties to invest in.

Thursday, August 1, 2013

18 months report card

Hi everyone,Sorry to have kept you waiting. It's has been almost a year after my last post talking about our investment report card 8 months after the new stock selection in January 2012. For the past year, Jac's Learning Centre Pte Ltd was undergoing a merger. After the merger, we have set up new branches and coming up with new projects have kept me busy for almost a year and I really missed sharing my investment views with you. For more information about our branches and new projects, please refer to http://www.jlc.com.sgIt's nice to be back and I want to show you that the investment choices that I have made in January 2012 allowed me to sleep comfortably at night. I wanted to show you that once you have made a sound investment in good companies, you can focus on your work without any worries.18 months has passed since my last selection of companies in January 2012. Let us look at the gains that we have made with those investments.

Company

Price on 4 January 2012

Price on 29 July 2013

Total Dividends for past 18 months

Percentage gain/loss (include dividend)

US-listed Companies

McDonald's

$ 99.39

$ 97.87

$ 5.110

+3.6%

Coca-Cola (Split on 13/8/12)

$ 69.70

$ 80.56

$ 3.670

+20.8%

Starbucks

$ 46.17

$ 72.45

$ 1.310

+59.8%

Walt Disney

$ 38.85

$ 64.61

$ 0.750

+68.2%

Las Vegas Sands

$ 43.76

$ 54.85

$ 4.450

+35.5%

US Performance

$ 297.87

$ 370.34

$ 15.29

+29.5%

Singapore-listed Companies

Cerebos Pacific (Privatised)

$ 5.040

$ 6.600

$ 0.25

+35.9%

Singpost

$ 0.935

$ 1.305

$ 0.0875

+48.9%

SPH

$ 3.740

$ 4.39

$ 0.490

+30.5%

Breadtalk

$ 0.550

$ 0.995

$ 0.028

+86.0%

Popular Holdings

$ 0.164

$ 0.280

$ 0.023

+84.8%

Singapore Performance

$ 10.429

$ 13.570

$ 0.8785

+38.5%

Overall Performance

$ 308.229

$ 383.91

$ 16.1685

+29.8%

Our overall performance has gained about 30%. It means that every $10,000 invested, the investment has grown to $13,000. If you noticed, all the companies have made positive gain with 90% of them earned more than 20% each. The best investment would be Breadtalk and Popular Holdings, with both increased by 85%.Other than Cerebos Pacific, which was delisted, due to privatisation, all the other companies still have potential to bring us good growth in our investments.Since Cerebos Pacific was delisted, I would invest the money into the recently launched SPH REIT, and be a "commercial landlord". This REIT will enable us to collect rent every quarter.Please feel free to comment and share about your thoughts.

Cheers.

Disclosure: Writer owns Popular Holdings shares.Disclaimer: Readers are advised to exercise their own discretion when investing. Stock investment is considered high-risks